Foot Locker并表致Dick's Sporting Goods收入增长但盈利承压，零售整合主题短期交易价值有限

Foot Locker returns to growth but weighs on Dick's Sporting Goods as earnings miss

Since acquiring Foot Locker, Dick's Sporting Goods sales have surged, but its profitability has taken a hit given the hi…

共和党在中期选举临近之际面临通胀难题

Republicans stare down inflation abyss with midterms fast approaching

Republicans are struggling to find a clear message to battle high prices as President Trump pushes for funding for a Whi…

抵押贷款再融资需求因利率升至9个月高点而下降18%

Mortgage refinance demand drops 18% as rates hit highest level since August

Mortgage rates rose to the highest level in 9 months, hitting refinance demand hardest. Homebuyers also pulled back but…

内存股史诗级暴涨后的机构升级：趋势未竟还是鱼尾行情？

This memory stock is up 4,000% over the past year. Barclays says it can go even higher

The bank upgraded the memory name to overweight from equal weight.

软件股新牛市取决于这份财报

New bull market in software stocks hinges on this report

Options traders are convinced the "SAAS-pocalypse" is over. Whether that's true will likely depend on the market's react…

台积电供应链将迎来英伟达1500亿美元AI基础设施投资驱动的结构性做多机会，而中国大陆芯片股则在外部压力与内部替代困境中面临估值压制。

Taiwan chip stocks climb after Nvidia announces $150 billion spending plans

Mainland China-based chip giants such as Cambricon saw their shares tumble on Wednesday.

美债收益率下跌：市场押注伊朗和平协议前景，尽管美国实施军事打击

Treasury yields fall as investors remain optimistic on Iran peace deal prospects despite U.S. strikes

The yield on the 10-year U.S. Treasury note — the key benchmark for U.S. government borrowing — fell more than 2 basis p…

BP前董事长Manifold离职风波：英国能源巨擘治理危机浮出水面

BP's ousted chairman Albert Manifold disputes accusations over his conduct

Former BP Chairman Albert Manifold has pushed back against accusations over his conduct following his shock departure fr…

西方情报首脑警告中的地缘风险资产定价含义

UK spy chief: Time is running out for the West to confront threats from Russia and China

Britain and its allies face a “moment of consequence,” according to the head of its intelligence agency.

Russia to allow its central bank to down drones as Moscow struggles to defend against attacks

Russia's State Duma has passed a law allowing certain financial institutions to operate anti-drone defense systems after…

科技存储芯片万亿俱乐部扩容：AI算力军备竞赛下的HBM叙事兑现与尾部风险警示

CNBC Daily Open: The $1 trillion club just got bigger

South Korea's SK Hynix and U.S. chip firm Micron become the latest companies to top $1 trillion in market capitalization…

欧洲市场震荡分化，交易员评估脆弱的美伊停火协议

European markets head for mixed open as traders assess fragile U.S.-Iran truce

European stocks are expected to open in mixed territory on Wednesday as regional investors assess the latest military op…

SK Hynix年内飙升250%：分析师称AI驱动涨势或仅过半

SK Hynix has surged 250% this year. Analysts say the AI-fueled rally may be only halfway done

Analysts say the AI memory cycle still has years to run, with limited new capacity and surging cloud investment supporti…

阿联酋为何退出OPEC

Why the UAE walked away from OPEC

The United Arab Emirates’ decision to leave OPEC after nearly 60 years marks a major shift in the global oil order. Offi…

中国4月工业利润激增24.7%，逆风下创两年多最快增速——宏观对冲情报解读

China industrial profits jump 24.7% in April, fastest gain in over two years despite headwinds

欧洲企业逆势加码中国制造业布局——无视欧盟"去风险"政治压力

European companies double down on China manufacturing despite EU de-risking push

Low manufacturing costs in China are keeping many European businesses' supply chains in the country despite pressure in…

SK Hynix突破万亿美元市值：AI繁荣提振韩国芯片股的宏观对冲框架

SK Hynix hits $1 trillion valuation as AI boom lifts South Korean chip stocks

Shares of SK Hynix soared over 11% on Wednesday, pushing the South Korean memory-chip maker above the $1 trillion market…

Japan, South Korea stocks hit fresh records as markets weigh Iran tensions and ceasefire talks

Asia-Pacific markets set for mixed open as investors assess fragile U.S.-Iran ceasefire and ongoing negotiations.

联邦法官与高级警官不当行为指控——低流动性冲击的司法伦理事件

Federal judge had sex in chambers with high-ranking police officer, panel says

The judge sits in a district court in either Alabama, Georgia or Florida, but their name is being kept secret by a disci…

标普500与那斯达克再创新高后期货盘整：趋势延续还是动能衰竭？

Stock futures are little changed after the S&P 500 closes at another record: Live updates

The S&P 500 and Nasdaq Composite rose to fresh intraday and closing records on Tuesday.

特朗普官员在教皇利奥十四世AI警告问题上出现分歧，梵蒂冈争端开辟新战线

Trump officials split over Pope Leo’s AI warning as Vatican feud enters new front

Pope Leo XIV’s AI warning shows split among Trump officials as the White House resists new guardrails, upping stakes wit…